United Parcel Service Inc
UPS- Exchange
- NYSE
- Industry
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
No open-market purchases or sales by United Parcel Service Inc insiders were filed in the last 90 days; 2,147 institutions reported holding it in 13F filings for Q2 2026, worth $57.3B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in United Parcel Service Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,984
- −4 vs. Q2 2021
- Shares held
- 503.4M
- +1.91M (+0.4%) vs. Q2 2021
- Total value
- $91.7B
- −$12.5B (−12.0%) vs. Q2 2021
- New holders
- 125
- 883 more added
- Sold out
- 129
- 723 more reduced
30 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,147 | $57.3B |
| Q1 2026 | 2,120 | $49.4B |
| Q4 2025 | 2,125 | $50.2B |
| Q3 2025 | 1,950 | $39.4B |
| Q2 2025 | 2,116 | $50.4B |
| Q1 2025 | 2,202 | $55.4B |
| Q4 2024 | 2,293 | $64.8B |
| Q3 2024 | 2,169 | $69.9B |
| Q2 2024 | 2,182 | $71.0B |
| Q1 2024 | 2,220 | $76.3B |
| Q4 2023 | 2,269 | $80.8B |
| Q3 2023 | 2,210 | $78.9B |
| Q2 2023 | 2,258 | $91.0B |
| Q1 2023 | 2,267 | $100.1B |
| Q4 2022 | 2,237 | $89.6B |
| Q3 2022 | 2,131 | $83.8B |
| Q2 2022 | 2,152 | $95.3B |
| Q1 2022 | 2,243 | $110.0B |
| Q4 2021 | 2,235 | $108.2B |
| Q3 2021 | 1,984 | $91.7B |
| Q2 2021 | 2,018 | $104.6B |
| Q1 2021 | 1,966 | $84.2B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spears Abacus Advisors LLC | 8,147 | $1.48M | 0.11% | +61+0.8% | Added |
| V Wealth Advisors LLC | 8,143 | $1.48M | 0.23% | +73+0.9% | Added |
| Chatham Capital Group, Inc. | 8,100 | $1.48M | 0.28% | +235+3.0% | Added |
| Diligent Investors, LLC | 7,091 | $1.48M | 0.50% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,050 | $1.47M | 0.06% | −1,014−11.2% | Reduced |
| Independent Financial Group, LLC | 8,041 | $1.46M | 0.15% | −375−4.5% | Reduced |
| First United Bank Trust | 8,003 | $1.46M | 0.59% | −438−5.2% | Reduced |
| Baldwin Brothers Inc | 8,002 | $1.46M | 0.16% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $1.46M | 0.48% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 7,996 | $1.46M | 0.54% | −60−0.7% | Reduced |
| Castellan Group, LLC | 7,919 | $1.44M | 0.74% | −156−1.9% | Reduced |
| Bigelow Investment Advisors, LLC | 7,860 | $1.43M | 0.70% | −187−2.3% | Reduced |
| Thrive Capital Management, LLC | 7,854 | $1.43M | 1.06% | +353+4.7% | Added |
| International Assets Investment Management, LLC | 7,899 | $1.43M | 0.26% | +679+9.4% | Added |
| Duality Advisers, LP | 7,849 | $1.43M | 0.11% | −10,415−57.0% | Reduced |
| Constitution Capital LLC | 7,850 | $1.43M | 0.86% | −35−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,847 | $1.43M | 0.16% | +1,009+14.8% | Added |
| Soltis Investment Advisors LLC | 7,820 | $1.42M | 0.22% | +303+4.0% | Added |
| Lincoln Capital LLC | 7,810 | $1.42M | 0.39% | −45−0.6% | Reduced |
| Burleson & Company, LLC | 7,799 | $1.42M | 0.21% | −50−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,793 | $1.42M | 0.08% | −62−0.8% | Reduced |
| Hancock Whitney Corp | 7,788 | $1.42M | 0.05% | −625−7.4% | Reduced |
| Rossmore Private Capital | 7,784 | $1.42M | 0.24% | +65+0.8% | Added |
| Aevitas Wealth Management, Inc. | 7,769 | $1.42M | 0.90% | −87−1.1% | Reduced |
| JBJ Investment Partners, LLC | 7,761 | $1.41M | 0.29% | −20−0.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 7,730 | $1.41M | 0.35% | +691+9.8% | Added |
| Centaurus Financial, Inc. | 7,649 | $1.39M | 0.12% | −53−0.7% | Reduced |
| Tradewinds Capital Management, LLC | 7,627 | $1.39M | 0.24% | +10.0% | Added |
| SevenBridge Financial Group, LLC | 7,611 | $1.39M | 0.46% | −248−3.2% | Reduced |
| Duff & Phelps Investment Management Co | 7,605 | $1.39M | 0.02% | −165−2.1% | Reduced |
| KMG Fiduciary Partners, LLC | 7,588 | $1.38M | 0.24% | −3,822−33.5% | Reduced |
| Hexagon Capital Partners LLC | 7,583 | $1.38M | 0.40% | +324+4.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,577 | $1.38M | 0.24% | −19,956−72.5% | Reduced |
| Financial Advocates Investment Management | 7,570 | $1.38M | 0.10% | −528−6.5% | Reduced |
| Mid Atlantic Financial Management Inc | 7,550 | $1.38M | 0.09% | +262+3.6% | Added |
| Meridian Wealth Management, LLC | 7,547 | $1.37M | 0.17% | −896−10.6% | Reduced |
| Leonteq Securities AG | 7,525 | $1.37M | 0.07% | −4,420−37.0% | Reduced |
| Cardan Capital Partners, LLC | 7,524 | $1.37M | 0.15% | +108+1.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 7,504 | $1.37M | 0.75% | −1,624−17.8% | Reduced |
| Ally Financial Inc. | 7,500 | $1.37M | 0.13% | +7,500 | New |
| American National Bank | 7,474 | $1.36M | 0.30% | +560+8.1% | Added |
| Azzad Asset Management Inc | 7,458 | $1.36M | 0.20% | +265+3.7% | Added |
| Caldwell Trust Co | 7,418 | $1.35M | 0.17% | +1,330+21.8% | Added |
| Sawtooth Solutions, LLC | 7,388 | $1.34M | 0.21% | +739+11.1% | Added |
| SNS Financial Group, LLC | 7,383 | $1.34M | 0.17% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 7,375 | $1.34M | 0.61% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 7,372 | $1.34M | 0.03% | +5,506+295.1% | Added |
| Eldridge Investment Advisors, Inc. | 7,355 | $1.34M | 0.48% | +20.0% | Added |
| Highland Capital Management, LLC | 7,342 | $1.34M | 0.08% | −561−7.1% | Reduced |
| First Dallas Securities Inc. | 7,331 | $1.33M | 0.92% | +915+14.3% | Added |
| Amica Retiree Medical Trust | 7,307 | $1.33M | 1.20% | −1,267−14.8% | Reduced |
| Guardian Capital Advisors LP | 7,440 | $1.33M | 0.14% | −95−1.3% | Reduced |
| Patton Albertson Miller Group, LLC | 7,285 | $1.33M | 0.25% | −150−2.0% | Reduced |
| Greenleaf Trust | 7,244 | $1.32M | 0.02% | −137−1.9% | Reduced |
| IMS Capital Management | 7,231 | $1.32M | 0.76% | +10.0% | Added |
| Baker Tilly Wealth Management, LLC | 7,230 | $1.32M | 0.17% | +1,028+16.6% | Added |
| Csenge Advisory Group | 7,216 | $1.31M | 0.11% | +87+1.2% | Added |
| Adams Chetwood Wealth Management LLC | 7,156 | $1.30M | 0.94% | +5+0.1% | Added |
| NEXT Financial Group, Inc | 7,152 | $1.30M | 0.10% | +163+2.3% | Added |
| Trust Co of Virginia | 7,134 | $1.30M | 0.14% | +172+2.5% | Added |
| ACG Wealth | 7,107 | $1.29M | 0.17% | +14+0.2% | Added |
| Coastal Investment Advisors, Inc. | 7,079 | $1.29M | 0.30% | −465−6.2% | Reduced |
| Abbrea Capital, LLC | 7,073 | $1.29M | 0.19% | +790+12.6% | Added |
| Parsons Capital Management Inc | 7,000 | $1.27M | 0.10% | −115−1.6% | Reduced |
| Hartford Financial Management Inc. | 7,000 | $1.27M | 0.32% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 7,056 | $1.27M | 0.08% | 00.0% | Unchanged |
| TFG Advisers LLC | 6,951 | $1.27M | 0.61% | +483+7.5% | Added |
| First Financial Bank - Trust Division | 6,946 | $1.26M | 0.14% | −143−2.0% | Reduced |
| Ativo Capital Management LLC | 6,937 | $1.26M | 0.59% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 6,936 | $1.26M | 0.23% | +4,336+166.8% | Added |
| Merit Financial Group, LLC | 6,897 | $1.26M | 0.13% | +26+0.4% | Added |
| Equitable Holdings, Inc. | 6,895 | $1.26M | 0.02% | +632+10.1% | Added |
| Fundamentun, LLC | 6,897 | $1.26M | 0.22% | +2,928+73.8% | Added |
| Private Wealth Strategies, L.L.C. | 6,878 | $1.25M | 0.32% | +36+0.5% | Added |
| Hodges Capital Management Inc. | 6,874 | $1.25M | 0.09% | −2,669−28.0% | Reduced |
| Washburn Capital Management, Inc. | 6,870 | $1.25M | 0.82% | −275−3.8% | Reduced |
| Corsicana & Co. | 6,860 | $1.25M | 0.80% | +169+2.5% | Added |
| Old Dominion Capital Management Inc | 6,846 | $1.25M | 0.27% | −41−0.6% | Reduced |
| Arvest Bank Trust Division | 6,842 | $1.25M | 0.07% | +2,124+45.0% | Added |
| Edgestream Partners, L.P. | 6,811 | $1.24M | 0.08% | +6,811 | New |
| AdvisorNet Financial, Inc | 6,792 | $1.24M | 0.09% | −93−1.4% | Reduced |
| Global Retirement Partners, LLC | 6,774 | $1.23M | 0.12% | −415−5.8% | Reduced |
| Meridian Financial Partners LLC | 6,746 | $1.23M | 0.82% | +8+0.1% | Added |
| Credit Agricole S A | 6,726 | $1.23M | 0.04% | +2,298+51.9% | Added |
| Change Path, LLC | 6,723 | $1.22M | 0.07% | +762+12.8% | Added |
| Bollard Group LLC | 6,713 | $1.22M | 0.04% | +35+0.5% | Added |
| Clear Street Markets LLC | 6,700 | $1.22M | 0.27% | −10,149−60.2% | Reduced |
| Jag Capital Management, LLC | 6,670 | $1.22M | 0.09% | +701+11.7% | Added |
| Vident Investment Advisory, LLC | 6,654 | $1.21M | 0.04% | +321+5.1% | Added |
| Darwin Advisors, LLC | 6,645 | $1.21M | 0.19% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,547 | $1.19M | 0.24% | +418+6.8% | Added |
| StoneX Group Inc. | 6,496 | $1.18M | 0.17% | −295−4.3% | Reduced |
| Cornerstone Capital, Inc. | 6,482 | $1.18M | 0.14% | −21−0.3% | Reduced |
| Nixon Peabody Trust Co | 6,475 | $1.18M | 0.43% | −100−1.5% | Reduced |
| Lavaca Capital LLC | 6,442 | $1.17M | 0.59% | +53+0.8% | Added |
| Ingalls & Snyder LLC | 6,432 | $1.17M | 0.05% | −949−12.9% | Reduced |
| Checchi Capital Advisers, LLC | 6,410 | $1.17M | 0.14% | −239−3.6% | Reduced |
| Northstar Group, Inc. | 6,387 | $1.16M | 0.30% | −324−4.8% | Reduced |
| Ontario Teachers Pension Plan Board | 6,364 | $1.16M | 0.00% | +1,373+27.5% | Added |
| Pettyjohn, Wood & White, Inc | 6,361 | $1.16M | 0.26% | +42+0.7% | Added |